odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/marketing/events/event_booths.md

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+---
+title: "Event booths"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/events/event_booths.html"
+---
+
+============
+# Event booths
+
+The Odoo *Events* application provides users with the ability to create event booths, sell their
+availability, and manage their reservations.
+
+# Configuration
+
+In order to create, sell, and manage booths for events, the *Booth Management* feature must be
+activated.
+
+To do that, navigate to :menuselection:`Events app --> Configuration --> Settings`, and tick the
+:guilabel:`Booth Management` checkbox. Then, click :guilabel:`Save`.
+
+.. image:: event_booths/booth-management-setting.png
+   :align: center
+   :alt: The Booth Management setting in the Odoo Events application.
+
+> **important**:
+>    When the :guilabel:`Booth Management` setting is activated, a new :doc:`Product Type
+   <../../inventory_and_mrp/inventory/product_management/configure/type>` becomes available on all
+   product forms: *Event Booth*.
+
+   This is important because every created booth **must** be assigned a *Booth Category* on their
+   respective booth form, and every booth category **must** have an *Event Booth* product assigned
+   to it.
+
+# Booth categories
+
+With the *Booth Management* setting activated in the *Events* app, the *Booth Categories* option
+appears in the :guilabel:`Configuration` menu.
+
+To access the :guilabel:`Booth Category` dashboard, go to :menuselection:`Events app -->
+Configuration --> Booth Categories`, which reveals a list of all created booth categories.
+
+.. image:: event_booths/booth-category-page.png
+   :align: center
+   :alt: The Booth Category page in the Odoo Events application.
+
+On the :guilabel:`Booth Category` page, the following information for each booth category is listed:
+
+- :guilabel:`Name`: the name of the booth category.
+- :guilabel:`Create Sponsor`: if checked, booking this booth category creates a sponsor for the
+  user.
+- :guilabel:`Product`: the *Event Booth* product associated with that specific booth category.
+- :guilabel:`Price`: the price of a booth in that booth category.
+
+When the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, located to the far-right of the
+column titles, is clicked, a drop-down menu of additional column options appears. From the resulting
+drop-down menu, tick the checkbox beside :guilabel:`Sponsor Level` and/or :guilabel:`Sponsor Type`
+to reveal those columns on the :guilabel:`Booth Category` page.
+
+To edit an existing booth category, select it from the list, and proceed to make any desired
+modifications from the event category form.
+
+## Create booth category
+
+To create a booth category from the :guilabel:`Booth Category` page, click the :guilabel:`New`
+button in the upper-left corner to reveal a blank booth category form.
+
+.. image:: event_booths/booth-category-form.png
+   :align: center
+   :alt: A typical booth category form in the Odoo Events application.
+
+Start by entering a name for the booth category in the top :guilabel:`Booth Category` field. This is
+a **requried** field.
+
+To add a corresponding image to the booth category (e.g. a sample photo of how the booth looks),
+click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears when the cursor hovers over the
+camera placeholder in the upper-right corner of the booth category form. When clicked, proceed to
+upload the desired image to the booth category form, if needed.
+
+In the :guilabel:`Booth Details` section, users **must** assign a :guilabel:`Product` to the
+category, and it **must** have *Event Booth* set as the *Product Type* on the product form.
+
+And, regardless of the listed price on the *Event Booth* product chosen, the user can input a custom
+:guilabel:`Price` to be applied for this booth category in the field below.
+
+In the :guilabel:`Sponsorship` section, there is a :guilabel:`Create Sponsor` checkbox option. With
+that checkbox ticked, whenever a booth belonging to this category is booked, the user is created as
+an official *Sponsor* of the event.
+
+When the :guilabel:`Create Sponsor` checkbox is ticked, two additional fields appear beneath it:
+:guilabel:`Sponsor Level` and :guilabel:`Sponsor Type`.
+
+> **note**:
+>    :guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` are purely to distinguish different
+   distinctions of sponsors. For example, if a sponsor has been attached to a company for multiple
+   years, they would be granted a higher level (e.g. *Gold* level), which provides them with
+   immediate credability and status. Whereas, conversely, a relatively new sponsor would be granted
+   a lower level (e.g. *Bronze* level), which coincides with its own credability and status.
+
+Select a desired level of sponsorship from the :guilabel:`Sponsor Level` drop-down field.
+
+> **tip**:
+>    To modify any existing :guilabel:`Sponsor Level`, select it from the drop-down field, then click
+   the :icon:`fa-arrow-right` :guilabel:`(right arrow)` that appears at the end of the line. Doing
+   so opens a separate page, wherein the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style`
+   can be changed, if necessary.
+
+Users can also create a new :guilabel:`Sponsor Level`, by typing in the name of the new level, and
+clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
+
+> **note**:
+>    Clicking :guilabel:`Create` from the resulting drop-down menu in this instance creates the
+   sponsor level, but doesn't immediately prompt the user to further configure it, via a
+   :guilabel:`Create Sponsor Level` pop-up window.
+
+Doing so reveals a :guilabel:`Create Sponsor Level` pop-up window.
+
+.. image:: event_booths/create-sponsor-level-popup.png
+   :align: center
+   :alt: The Create Sponsor Level pop-up window that appears in the Odoo Events application.
+
+From this pop-up window, confirm the newly-created :guilabel:`Sponsor Level`, and decide what kind
+of :guilabel:`Ribbon Style` should be applied, if any. The :guilabel:`Ribbon Style` options
+available in that drop-down field are: :guilabel:`No Ribbon`, :guilabel:`Gold`, :guilabel:`Silver`,
+and :guilabel:`Bronze`.
+
+If one is selected, that :guilabel:`Ribbon Style` appears with the sponsor's name on the event
+website.
+
+On the booth category form, beneath those sections (:guilabel:`Booth Details` and
+:guilabel:`Sponsorship`), there is the :guilabel:`Description` tab. In this tab, proceed to enter
+any vital information related to the booth category that would be important for any potential
+booth-buyer to know about (e.g., the square footage, any amenities, size of display screen, etc.).
+
+# Add booth to an event
+
+In order to add a booth to an event, navigate to an existing event form, via :menuselection:`Events
+app --> Events`, and select the desired event from the :guilabel:`Events` dashboard. Or, click
+:guilabel:`New` to open a blank event form.
+
+From the event form, to access the *Booths* for that specific event, click the :guilabel:`Booths`
+smart button at the top of the page.
+
+The :guilabel:`Booths` page is displayed in a Kanban view, by default, with two different stages:
+:guilabel:`Available` and :guilabel:`Unavailable`.
+
+> **note**:
+>    The :guilabel:`Booths` page of an event is also viewable in a :icon:`oi-view-list`
+   :guilabel:`List` view, :icon:`fa-area-chart` :guilabel:`Graph` view, and :icon:`oi-view-pivot`
+   :guilabel:`Pivot` view. All of which are accessible, via their icons, in the upper-right corner
+   of the :guilabel:`Booths` page.
+
+The booths present in the :guilabel:`Available` stage are still available for people to purchase for
+the event. The booths present in the :guilabel:`Unavailable` stage have already been purchased, and
+are no longer available.
+
+To modify any existing booth, simply click the desired booth from the :guilabel:`Booths` page, and
+proceed to make any necessary changes from the booth form. Or, create a new one, by clicking the
+:guilabel:`New` button in the upper-left corner to reveal a blank booth form.
+
+## Booth form
+
+The booth form in Odoo *Events* lets users customize and configure event booths in a number of
+different ways.
+
+.. image:: event_booths/booth-form.png
+   :align: center
+   :alt: Typical booth form in the Odoo Events application.
+
+Start by typing in a :guilabel:`Name` for the booth. This is a **required** field.
+
+Then, apply a :guilabel:`Booth Category` to the booth. This is a **required** field.
+
+> **tip**:
+>    A new :guilabel:`Booth Category` can be created from this field, by typing in the name of the
+   new category, and clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
+   Doing so reveals a :guilabel:`Create Booth Category` pop-up window, with all the standard fields
+   found on a common booth category form.
+
+   Simply clicking :guilabel:`Create` from the resulting drop-down menu creates the category, but
+   does not reveal the :guilabel:`Create Booth Category` pop-up window. The category would have to
+   be modified later, via the *Booth Categories* page (:menuselection:`Events app --> Configuration
+   --> Booth Categories`).
+
+Upon selecting a pre-existing :guilabel:`Booth Category`, two additional, non-modifiable fields
+appear: :guilabel:`Product` and :guilabel:`Price`. Both fields represent their respective selections
+for that specific booth category.
+
+When a person purchases a booth rental through the event website, the subsequent renter-related
+fields on the form auto-populate, based on the information provided by the purchaser during the
+online transaction. The booth also automatically changes its status from *Available* to
+*Unavailable*.
+
+However, if the rental of a booth is conducted in any other way (e.g., in person, via sales order,
+etc.), the :guilabel:`Renter`, :guilabel:`Renter Name`, :guilabel:`Renter Email`, and
+:guilabel:`Renter Phone` fields can be entered in manually.
+
+The status of the booth (:guilabel:`Available` or :guilabel:`Unavailable`) can also be changed
+manually, either by clicking the appropriate status from the status bar present on the booth form,
+or by dragging-and-dropping the desired booth into the appropriate stage, via the *Booths* page
+Kanban view.
+
+# Sell event booths
+
+With event booths configured on the event form, via the event-specific *Booths* pages, Odoo presents
+them on the event website, via the *Get A Booth* event subheader link.
+
+To access the *Get A Booth* page on the event website, open the :menuselection:`Events app`, and
+select the desired event from the :guilabel:`Events` dashboard. From the event form, click the
+:guilabel:`Go to Website` smart button to be taken to the Odoo-built event website.
+
+If the event subheader menu (with the :guilabel:`Get A Booth` option) is *not* showing up on the
+event website, there are two ways to make it appear.
+
+While on the event website, enter the edit mode by clicking the :guilabel:`Edit` button in the
+upper-right corner. Then, click into the :guilabel:`Customize` tab of the resulting sidebar of web
+design tools.
+
+In the :guilabel:`Customize` tab, click the toggle switch for :guilabel:`Sub-Menu (Specific)`, and
+click :guilabel:`Save`. Doing so reveals the event subheader menu with various options.
+
+Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and open the specific event
+form in the the *Events* application.
+
+On the event form, with *Debug mode* on, an array of subheader menu options appears. Tick the
+checkbox for :guilabel:`Website Submenu`, in order for the submenu to appear on the event website.
+Doing so also ticks every other submenu-related checkbox automatically.
+
+At this point, proceed to choose which options to keep on the event subheader menu. In this case,
+make sure the :guilabel:`Booth Register` checkbox is ticked.
+
+From there, click the :guilabel:`Get A Booth` event subheader menu option. Doing so reveals the
+:guilabel:`Get A Booth` page, showcasing all the configured event booths that were created on the
+event form.
+
+.. image:: event_booths/get-a-booth-page.png
+   :align: center
+   :alt: Typical Get A Booth page on the event website via the Odoo Events app.
+
+From here, the visitor can select their desired booth option, then :guilabel:`Location`. Next, they
+would click the :guilabel:`Book my Booth(s)` button, located at the bottom of the :guilabel:`Get A
+Booth` page.
+
+Doing so reveals a :guilabel:`Contact Details` page, wherein they fill out either *Contact Details*
+or *Sponsor Details*, depending on how the booth was configured on the event form. The fields
+present on this form vary, depending on whether its meant for a basic contact or an event sponsor.
+
+> **note**:
+>    If the selected booth has the *Create Sponsor* checkbox ticked, this page reads as *Sponsor
+   Details*.
+
+The information provided on this details page is used to auto-populate the renter-related
+information on the booth form on the event form in the *Events* application.
+
+Once the necessary information has been entered, the visitor then clicks the :guilabel:`Go to
+Payment` at the bottom of the page, and proceeds to complete the typical checkout process.
+
+Upon a successful payment confirmation, that selected booth automatically moves to the *Unavailable*
+stage on the event-specific *Booths* page in the *Events* application (accessible via the *Booths*
+smart button on the event form).
+
+Also, the provided *Sponsor* information (if applicable) and *Sales Order* information are
+accessible from the specific event form, via their respective smart buttons that appear at the top
+of the form.
+
+> **note**:
+>    Click the *Sponsors* smart button to modify any information about the sponsor, if necessary.
+
+.. seealso::
+   - :doc:`create_events`
+   - :doc:`sell_tickets`

package/payload/skills/odoo18-docs/references/docs/applications/marketing/events/event_templates.md

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+---
+title: "Event templates"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/events/event_templates.html"
+---
+
+===============
+# Event templates
+
+The Odoo *Events* application provides the ability to customize and configure event templates, which
+can be used to expedite the event-creation process.
+
+These templates can be created and personalized in the application, and then selected from an event
+form, in order to quickly apply a series of settings and elements to the new event, all of which can
+be further modified, if needed.
+
+# Event templates page
+
+In the Odoo *Events* application, event templates can quickly be created and modified.
+
+To begin, navigate to :menuselection:`Events app --> Configuration --> Event Templates`. Doing so
+reveals the :guilabel:`Event Templates` page. Here, find all the existing event templates in the
+database.
+
+.. image:: event_templates/event-templates-page.png
+   :align: center
+   :alt: The Event Templates page in the Odoo Events application.
+
+By default, Odoo provides three pre-configured event templates: :guilabel:`Exhibition`,
+:guilabel:`Training`, and :guilabel:`Sport`, which all have their own unique customizations applied
+to them.
+
+To change how these event templates appear on the *Template* drop-down field on an event form,
+drag-and-drop them into any desired order, using the :icon:`oi-draggable` :guilabel:`(draggable)`
+icon, located to the left of each event template line on the :guilabel:`Event Templates` page.
+
+.. seealso::
+   To learn more about event forms, refer to the :doc:`create_events` documentation.
+
+# Create event template
+
+There are two ways to create and configure an event template in Odoo *Events*.
+
+#. **On the dashboard**, by navigating to :menuselection:`Events app --> Configuration --> Event
+   Templates` and clicking the :guilabel:`New` button in the upper-left corner. Doing so reveals a
+   blank event template form that can be customized in a number of different ways.
+#. **On an event form itself**. Start by typing the name of a new event template in the *Template*
+   field, and click :guilabel:`Create and edit...` from the resulting drop-down menu. Doing so
+   reveals a *Create Template* pop-up window, featuring all the same configurable fields and
+   elements found on a standard event template form.
+
+> **note**:
+>    Clicking :guilabel:`Create "[template name]"` from the resulting drop-down menu, via the
+   *Template* field on an event form creates the event template in the database, but does **not**
+   present the user with the *Create Template* pop-up window.
+
+   The event template would have to be modified, by selecting it on the *Event Templates* page
+   (:menuselection:`Events app --> Configuration --> Event Templates`).
+
+## Event template form
+
+All the fields on a standard :guilabel:`Event Template` form are *also* on the *Create Template*
+pop-up window, accessible via the *Template* field on an event form.
+
+.. image:: event_templates/event-template-form.png
+   :align: center
+   :alt: A standard event template form in the Odoo Events application.
+
+Start by providing the event template with a name in the :guilabel:`Event Template` field, located
+at the top of the form.
+
+Beneath that field, there is a series of selectable checkboxes, all of which are related to how the
+event menu will be displayed on the event web page.
+
+- :guilabel:`Website Submenu`: enables a submenu on the event's website. When this checkbox is
+  ticked, every other checkbox in this series is automatically ticked, as well. Then, choose to
+  untick (deselect) any of the checkbox options, as desired.
+- :guilabel:`Tracks Menu Item`: adds a submenu item to navigate to a page displaying all planned
+  tracks for the event.
+- :guilabel:`Track Proposals Menu Item`: adds a submenu item to navigate to a page, in which
+  visitors can fill out a form to propose a track (talk, lecture, presentation, etc.) to happen
+  during the event.
+- :guilabel:`Booth Menu Item`: adds a submenu item that takes visitors to a separate page, where an
+  event booth can be purchased. Event booths can be customized and configured in the
+  :guilabel:`Booths` tab of the event template form, from the *Booth Categories* page
+  (:menuselection:`Events app --> Configuration --> Booth Categories`).
+
+  > **important**:
+>      First, users **must** create a booth product with the required *Event Booth* option set as the
+     :guilabel:`Product Type` on the product form.
+
+- :guilabel:`Exhibitors Menu Item`: adds a submenu item that takes visitors to a separate page,
+  showcasing all the exhibitors related to that specific event. Icons representing those exhibitors
+  are also found on the footer of every event-specific web page, as well.
+- :guilabel:`Community`: adds a submenu item allowing attendees to access pre-configured virtual
+  community rooms to meet with other attendees, and discuss various topics related to the event.
+  When this checkbox is ticked, the :guilabel:`Allow Room Creation` feature becomes available.
+- :guilabel:`Allow Room Creation`: allow visitors to create community rooms of their own.
+- :guilabel:`Register Button`: adds a button at the end of the event submenu that takes visitors to
+  the event-specific registration page when clicked.
+
+Once the desired checkboxes have been ticked, select an appropriate :guilabel:`Timezone` for the
+event from the available drop-down menu.
+
+Then, for organizational purposes, there is the option to add :guilabel:`Tags` to this event
+template.
+
+There is also the option to :guilabel:`Limit Registrations` to this specific event template by
+ticking that checkbox. If ticked, proceed to enter the number of :guilabel:`Attendees` this template
+should be limited to.
+
+Beneath those general information fields at the top of the event template form, there are five tabs:
+
+- :ref:`Tickets <events/event-tickets>`
+- :ref:`Communication <events/event-communication>`
+- :ref:`Booths <event_templates/event_template/booths>`
+- :ref:`Questions <events/event-questions>`
+- :ref:`Notes <events/event-notes>`
+
+.. _event_templates/event_template/booths:
+
+### Booths tab
+
+The :guilabel:`Booths` tab on an event template form is the only tab that differentiates itself from
+a standard event form, where the other tabs (:guilabel:`Tickets`, :guilabel:`Communication`,
+:guilabel:`Questions`, and :guilabel:`Notes`) are present and configured using the same process. For
+more information about those tabs, refer to the :doc:`create_events` documentation.
+
+> **important**:
+>    To create a booth or booth category, an event booth product **must** be created in the database
+   first, with the *Product Type* set to *Event Booth*. **Only** products with that specific
+   configuration can be selected in the required *Product* field of a booth or booth category form.
+
+> **note**:
+>    Event booths can be created and customized in two ways in the Odoo *Events* application. Either
+   in the :guilabel:`Booths` tab of an event template form, or by navigating to
+   :menuselection:`Events app --> Configuration --> Booth Categories`, and click :guilabel:`New`.
+
+To add a booth from the :guilabel:`Booths` tab of an event template form, click :guilabel:`Add a
+line`. Doing so reveals a blank :guilabel:`Create Booths` pop-up window.
+
+.. image:: event_templates/create-booths-popup.png
+   :align: center
+   :alt: A Create Booths pop-up window in the Odoo Events application.
+
+Start by providing a :guilabel:`Name` for this booth in the corresponding field at the top of the
+pop-up window.
+
+Then, select an appropriate :guilabel:`Booth Category` from the drop-down field below. Booth
+categories can be created and modified from the *Booth Categories* page in the *Events* application,
+which is accessible by navigating to :menuselection:`Events app --> Configuration --> Booth
+Categories`.
+
+> **tip**:
+>    A :guilabel:`Booth Category` can be created directly from this field on the :guilabel:`Create
+   Booths` pop-up window. To accomplish that, type the name of the new booth category in the
+   :guilabel:`Booth Category` field, and select either :guilabel:`Create` or :guilabel:`Create and
+   edit...` from the resulting drop-down menu.
+
+   Clicking :guilabel:`Create` merely creates the category, which can (and should be) customized at
+   a later date. Clicking :guilabel:`Create and edit...` reveals a new :guilabel:`Create Booth
+   Category` pop-up window, from which the category can be configured in a number of different ways.
+
+   .. image:: event_templates/create-booth-category-popup.png
+      :align: center
+      :alt: The Create Booth Category pop-up window in the Odoo Events application.
+
+   From this pop-up window, proceed to name the :guilabel:`Booth Category`, modify its
+   :guilabel:`Booth Details` settings, configure its :guilabel:`Sponsorship` options (if
+   applicable), and leave an optional :guilabel:`Description` to explain any pertinent details
+   related to this specific category of booths.
+
+   There is also the option to add a photo/visual representation of the booth category, via the
+   :guilabel:`(camera)` icon in the upper-right corner.
+
+   When all desired configurations are complete, click the :guilabel:`Save & Close` button.
+
+   The same configurations and options are available by navigating to :menuselection:`Events app -->
+   Configuration --> Booth Categories`, and clicking :guilabel:`New`.
+
+Once the desired :guilabel:`Booth Category` is selected, the remaining fields on the
+:guilabel:`Create Booths` pop-up window (:guilabel:`Currency`, :guilabel:`Product`, and
+:guilabel:`Price`) autopopulate, based on information configured for that selected :guilabel:`Booth
+Category`.
+
+> **note**:
+>    These fields **cannot** be modified from the :guilabel:`Create Booths` pop-up window. They can
+   only be modified from the specific booth category form page.
+
+When all desired configurations are complete, click :guilabel:`Save & Close` to save the booth, and
+return to the event template form. Or, click :guilabel:`Save & New` to save the booth, and start
+creating another booth on a fresh :guilabel:`Create Booths` pop-up window. Click :guilabel:`Discard`
+to remove all changes, and return to the event template form.
+
+Once the booth has been saved, it appears in the :guilabel:`Booths` tab on the event template form.
+
+# Use event templates
+
+Once an event template is complete, it is accessible on all event forms in the Odoo *Events*
+application.
+
+To use an event template, navigate to the :menuselection:`Events app` and click :guilabel:`New` to
+open a new event form.
+
+From the event form, click the :guilabel:`Template` field to reveal all the existing event templates
+in the database. They appear in the same order as they are listed in on the *Event Templates* page
+(:menuselection:`Events app --> Configuration --> Event Templates`).
+
+Select the desired event template from the :guilabel:`Template` drop-down field on the event form.
+Pre-configured settings automatically populate the event form, saving time during the event creation
+process.
+
+Any of these pre-configured settings related to the selected event template chosen in the
+:guilabel:`Template` field on an event form can be modified, as desired.
+
+.. seealso::
+   :doc:`create_events`